ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K 0.01%
224
+48
477
$11K 0.01%
80
478
$11K 0.01%
225
-39
479
$11K 0.01%
340
+100
480
$11K 0.01%
108
481
$11K 0.01%
1,100
-300
482
$11K 0.01%
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483
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44
+3
484
$11K 0.01%
150
485
$11K 0.01%
96
+7
486
$11K 0.01%
200
487
$11K 0.01%
135
488
$10K 0.01%
271
489
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230
490
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87
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491
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492
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52
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$10K 0.01%
300
494
$10K 0.01%
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495
$10K 0.01%
150
496
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100
497
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498
$10K 0.01%
347
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499
$10K 0.01%
207
+1
500
$10K 0.01%
100
18 19
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